You may complete this form on the screen and then print it;
or,  print it first and complete it in ink.

Please fill out  the form completely.  Make an extra copy to keep for your records.  

GENERAL INFORMATION FORM
1. Last Name 
First Name 
Middle/Maiden 

Single, Married, Widowed, Divorced, Separated 
# of Dependants  Rent or Own Home 

Birth Date  Social Security 

Address  City, State, Zip 

Residential Phone  Cell Phone 


Income Per Month

Gross Pay, Monthly  Take Home Pay, Monthly 

Weekly  Biweekly  Semimonthly  Monthly 

Deductions from pay (other than taxes; e.g. insurance/savings) $ 

Employer  Position 

How long employed?  Telephone 

Other Income/Source 


2. Co-Applicant Last Name 

First Name 
Middle/Maiden 

Birth Date  Social Security

Address  City, State, Zip 

Residential Phone  Cell Phone 

Income Per Month

Co-Applicant Gross Pay, Monthly 
Take Home Pay, Monthly 

Weekly  Biweekly  Semimonthly  Monthly 

Deductions from pay (other than taxes; e.g. insurance/savings) $ 

Employer  Position 

How long employed?  Telephone 

Other Income/Source 


IMPORTANT NOTICE: READ BEFORE SIGNING

Consumer Credit Counseling Service (CCCS) offers a variety of programs to address the resolution of credit problems. COMPLETION OF THIS WORKSHEET DOES NOT AUTOMATICALLY GUARANTEE PARTICIPATION IN A DEBT MANAGEMENT PROGRAM. Another option or resource may better suit your needs.

CCCS does not report participation in a DEBT MANAGEMENT PROGRAM TO CREDIT REPORTING AGENCIES. CCCS has no control over the credit reporting practices of your creditors. Your involvement in a program may ADVERSELY affect your CREDIT REPORT.

CLIENT STATEMENT

Everything that has been stated in this worksheet is complete and correct to the best of my knowledge. I agree to hold Consumer Credit Counseling Service, its employees, officers and agents harmless from any claim, suit, action or demand of my creditors, myself, or any other persons as a result of this counseling.

Signature 

Signature 


Financial Records

Assets 

 
Real Estate Property/House  Rental Property 
Automobiles  Recreation Vehicle 
Boat/ATV  Motorcycle 
Stocks/Bonds  Savings Account 
Other 
Total Assets 

Monthly Living Expenses (Some of these expenses may not apply to you, so just put a zero (0) in the box for those that don't apply.  Please add a note of explanation for extenuating circumstances that require an excess amount for any particular category.  Thank you.) 

Rent/Storage 
First Mortgage 
Second Mortgage 
Property Taxes 
Gasoline 
Auto Maintenance 
Auto Registration 
Groceries 
Meals Out 
Food at Work 
School Lunches 
Electric/gas/oil/propane/wood 
Water/Sewer 
Telephone 
Garbage/Recycling 
Pager/Cellular Phone 
Internet Service 
Cable TV/Satellite 
Family clothing 
Auto Insurance 
Medical Insurance 
Life Insurance 
Home/Renters Insurance 
Prescriptions 
Doctor Visits 
Optical 
Daycare 
Diapers 
Child Support 
Car Payment 
Student Loans 
State/Federal Taxes 
Other Loans 
Tithe 
Other Charity 
Books/Newspapers/Magazines 
Entertainment/Recreation 
Gifts/Holidays 
Alcohol/Tobacco 
Tools for Work 
Special Work Clothing 
Other Work Expense 
Dry Cleaning/Laundry 
Home Maintenance 
Home Cleaning Supplies 
Personal Care 
Postage 
Bank Charges 
Pet Care/Food 
Other Miscellaneous 

Total Monthly Living Expenses 



List of all Debts (print off additional pages if necessary)

Creditor 
Address 
City, State, Zip 
Phone Number 
Account Number 
Account Description 
Balance 
Monthly Payment 
Due Date  Interest Rate

 



Creditor 
Address 
City, State, Zip 
Phone Number 
Account Number 
Account Description 
Balance 
Monthly Payment 
Due Date  Interest Rate


Creditor 
Address 
City, State, Zip 
Phone Number 
Account Number 
Account Description 
Balance 
Monthly Payment 
Due Date  Interest Rate


Creditor 
Address 
City, State, Zip 
Phone Number 
Account Number 
Account Description 
Balance 
Monthly Payment 
Due Date  Interest Rate


Creditor 
Address 
City, State, Zip 
Phone Number 
Account Number 
Account Description 
Balance 
Monthly Payment 
Due Date  Interest Rate


Creditor 
Address 
City, State, Zip 
Phone Number 
Account Number 
Account Description 
Balance 
Monthly Payment 
Due Date  Interest Rate


Creditor 
Address 
City, State, Zip 
Phone Number 
Account Number 
Account Description 
Balance 
Monthly Payment 
Due Date  Interest Rate


Creditor 
Address 
City, State, Zip 
Phone Number 
Account Number 
Account Description 
Balance 
Monthly Payment 
Due Date  Interest Rate


Creditor 
Address 
City, State, Zip 
Phone Number 
Account Number 
Account Description 
Balance 
Monthly Payment 
Due Date  Interest Rate


Creditor 
Address 
City, State, Zip 
Phone Number 
Account Number 
Account Description 
Balance 
Monthly Payment 
Due Date  Interest Rate


Creditor 
Address 
City, State, Zip 
Phone Number 
Account Number 
Account Description 
Balance 
Monthly Payment 
Due Date  Interest Rate
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